Raymond James and Associates is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Hawaii (although they are present in other states as well).
Most Raymond James and Associates clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $11 million to $191 million.
Previous legal names, trade names, or just variations of their name include: Raymond James; Raymond James Associates; and Raymond James Insurance.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | Girl Scout Council of the Nation's Capital (GSCNC) | 501(c)(3) | Washington, DC | ||
| 3 | Defenders of Wildlife | 501(c)(3) | Washington, DC | ||
| 4 | Epilepsy Foundation | 501(c)(3) | Bowie, MD | ||
| 5 | NeighborWorks America | 501(c)(3) | Washington, DC | ||
| 6 | Federation of State Medical Boards of the United States | 501(c)(6) | Euless, TX | ||
| 7 | New Visions for Public Schools | 501(c)(3) | New York, NY | ||
| 8 | Claude Moore Charitable Foundation | 501(c)(3) | Fairfax, VA | ||
| 9 | J127 Education Foundation | 501(c)(3) | Fairfax, VA | ||
| 10 | MAJIC Vermont Foundation | 501(c)(3) | Wilmington, DE | ||
| ... | and 87 more Raymond James and Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Raymond James and Associates in the nonprofit sector include Minnesota Life Insurance Company, The Segal Company, Northwestern Mutual Investment Serv, Ameriprise Financial Services, Capfinancial Partners, LLC, Raymond James Financial Services, Cambridge Investment Research, Cambridge Investment Research Inc, RBC Capital Markets, and Mma Securities LLC.
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